Alexis Delulio is a financial advisor at Driven Wealth in Denver, CO, holding a Series 65 credential with one year of industry experience. Before founding Driven Wealth, Alexis worked at Silicon Valley Bank and Segall Bryant & Hamill and spent time engaged in extended international travel. Driven Wealth serves individuals, high-net-worth individuals, and families with investment management and comprehensive financial planning. The firm follows an evidence-based, long-term investment approach using low-cost ETFs and index funds, and offers a range of planning services including seminars, workshops, and access to third-party model strategies.

Allison Beckmann is a financial advisor at Liberated Financial based in Denver, CO, holding Series 63 and Series 65 licenses with five years of industry experience. Her prior work includes roles at Money Concepts Capital Corp and NYLIFE Securities LLC. In addition to her advisory work, she is involved in teaching through Madecraft. Liberated Financial provides comprehensive financial planning and discretionary investment management for individual clients and business owners, incorporating goal-based planning, money-mindset coaching, and business-owner succession advice. The firm employs diversified portfolios based on modern portfolio theory, with quarterly reviews and tools such as expense trackers and Monte Carlo simulations to assist clients.

Patrick Mickelson is a financial advisor at Dendrite Capital, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Stonefield Investment Advisory, Inc. from 2014 to 2021. Dendrite Capital, LLC serves individuals, families, trusts, estates, small businesses, and qualified pension or profit-sharing plans, offering wealth management, integrated financial planning, and group retirement plan consulting. The firm follows a modern portfolio theory-based investment approach focused on strategic asset allocation and diversified ETFs, while also providing pension consulting and group retirement plan services.

Brae Holdridge is a CFP®-certified financial advisor at Someday Advisors with eight years of industry experience. His prior work includes roles at Standard Planning Company and California Resources Corporation. Based in Denver, CO, Holdridge has been with Someday Advisors since 2021. Someday Advisors provides financial planning, investment consultation, and portfolio management services to individuals and high-net-worth households. The firm employs a passive, buy-and-hold investment approach grounded in Modern Portfolio Theory and offers client education through workshops and seminars.

Adrian Kowal is a financial advisor at Equity Financial Management in Denver, CO, with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of advising, Kowal is also an insurance agent and participates in gig-economy driving. Equity Financial Management is an independent, single-adviser registered investment adviser serving individuals, high-net-worth clients, and business entities. The firm provides discretionary and non-discretionary portfolio management tailored to client goals and risk tolerance, using a combination of fundamental analysis and modern portfolio theory.

Mark Mogle is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is the sole advisor at Mogle Financial Solutions, an independent firm he founded in 2026. Prior to establishing his own practice, he worked at Paller Financial Services, Virtue Capital Management, Legacy Financial, and Jack Nadel International. Mogle Financial Solutions serves high-net-worth families with investable assets above $500,000, offering discretionary asset management and financial planning contingent on investment management engagement. The firm uses a blended active and passive investment approach tailored to client objectives and employs proprietary and third-party model portfolios while providing portfolio monitoring and investor behavior coaching.

Robert Dixon II is the sole advisor at Vero Advisors, LLC in Littleton, CO, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has managed Vero Advisors since 2011 and also works as an English teacher at Valor Christian High School. Vero Advisors, LLC provides ongoing discretionary portfolio management and investment supervisory services primarily to individuals and trusts. The firm employs a “core and explore” investment approach that combines a diversified, annually rebalanced core portfolio with a smaller sleeve using various analysis and trading strategies, and serves an atypical client mix that includes institutional as well as non-retail categories.

Keith Sprincz is the principal of Sprincz Advisory Group, LLC in Littleton, Colorado, holding the ChFC® designation and a Series 65 license with 13 years of industry experience. He has been involved with Sprincz Financial Group, LLC since 2013 and has over 29 years of experience with Sprincz & Associates, Inc., where he also serves as president. In addition to his advisory work, he operates as a licensed insurance broker. Sprincz Advisory Group provides investment advisory and financial planning services primarily to individual clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental and technical analysis to tailor portfolios and employs custodial platforms, model marketplaces, and third-party money managers, including strategies that incorporate options overlays.

Larry Burns is a financial advisor at Dream Catcher Financial Services, LLC in Centennial, CO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Burch & Company, Inc. since 2003 alongside operating Dream Catcher Financial Services since 2001. In addition to advising, he is licensed as a life and health insurance agent. Dream Catcher Financial Services primarily serves individual investors seeking diversification through alternative investments and proprietary money-management models. The firm manages a small number of client accounts using multiple defined strategies, including mutual funds and alternative investments, with portfolios tailored to clients’ risk tolerance.

We know you're busy, so we'll keep this brief! Like everyone else on this site, we're a fee-only Registered Investment Advisor! Fee-only means that our compensation comes directly from you, the client, and never from mutual fund companies, referral fees or insurance companies. While we're based in Denver, as an SEC-registered investment advisor, we serve clients from NY to California. We specialize in working with healthcare and technology professionals with equity compensation, delivering comprehensive wealth management services, including tax planning. Most of our clients pay a flat fee, with a low AUM fee for assets over $2MM. We'd love the opportunity to hear from you and see how we can help. Jump over to our site and book your introductory meeting. Thanks!

James Wheeler II is the principal of James Wheeler & Co. Advisors in Centennial, CO, holding Series 63 and Series 66 licenses with 34 years of industry experience. His career includes extensive experience managing his own firm since the mid-1990s as well as roles at First Discount Brokerage, Inc. and Select Quote, where he is also an insurance agent specializing in Medicare supplement sales. James Wheeler & Co. Advisors provides discretionary investment supervisory services and financial advice to individuals and business entities, using client-specific investment policy statements and a mix of stocks, bonds, ETFs, and mutual funds. The firm typically serves a small client base and incorporates fundamental, technical, and cyclical analysis in portfolio management, with accounts reviewed quarterly and objectives reassessed annually.

William Palmer is a CFP® professional with 17 years of experience in financial advising. He has led William Palmer Associates, LLC since its founding in 2012. The firm provides discretionary investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, and small businesses. William Palmer Associates applies a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified passive funds and tailored asset allocations supported by written investment policies and Monte Carlo analysis. The firm combines retail wealth management with employee benefit and pension consulting services, integrating third-party model portfolios and sub-advisors, which is uncommon among similarly sized independent advisory practices.

Daniel Schutte is the sole advisor at Schutte Financial LLC, an independent firm based in Denver, CO. He holds a Series 66 designation and has nine years of industry experience. His prior roles include multiple positions at Visa, Inc. and currently at Juniper Networks, Inc. outside of his advisory work. Additionally, he has been involved with the Civil Air Patrol and The Salvation Army for over a decade. Schutte Financial serves individual and institutional clients, offering portfolio management primarily through third-party advisory platforms, along with financial planning and pension consulting. The firm also operates private hedge funds employing market‑timing and active strategies, combining a solo advisory practice with in-house fund management.

Lisa McCann is the founder and sole advisor at Seva Wealth Management in Centennial, CO. She holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to establishing Seva Wealth Management, she worked at Northwestern Mutual and has held roles including CEO of Vi-Bhakti Ventures and Assistant CFO of the Colorado Satsang Society, a nonprofit organization. Seva Wealth Management provides discretionary asset management and advisory services focused on retirement plan sponsors, offering ERISA 3(21) fiduciary advice alongside financial planning and consulting. The firm employs diversified portfolios consistent with modern portfolio theory and utilizes third-party managers to implement client strategies.

Jahndavid Teschler is a financial advisor at The Western Wealth Group, Inc. in Greenwood Village, CO, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 1999, alongside his role at Western Wealth Group since 2009. The Western Wealth Group, Inc. offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $107 million across about 60 client relationships, employing a primarily long-term investment approach based on fundamental analysis with portfolios composed largely of mutual funds, ETFs, individual stocks, bonds, and occasional alternative investments.

Brandon Fischer is a CFP® professional based in Aurora, Colorado, with experience across accounting and financial services since 2014. He is the principal of STRIDE Tax and Wealth Advisors, LLC, where he has worked since 2025, and also owns BMF Tax and Financial, LLC, an accounting and tax services firm. STRIDE Tax and Wealth Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses with financial planning and discretionary investment management, emphasizing asset allocation based on Modern Portfolio Theory and primarily passive investment strategies.

Craig Jacobson is the sole advisor at Roads Capital LLC, an independent investment advisory firm based in Denver, CO. He holds the CFA® designation and Series 63 license and has 15 years of industry experience. Jacobson founded Roads Capital in 2010 and has maintained his role there since. Roads Capital provides discretionary portfolio management to individual clients through separately managed accounts, focusing on tailored portfolio construction with publicly traded securities. The firm's investment approach emphasizes value-based, fundamental analysis and typically employs relatively concentrated equity positions within client guidelines.

Charles Curtis Jr. is a financial advisor at WAPG, LLC with 26 years of industry experience. He has been with WAPG since 2006 and holds a Series 63 designation. Outside of his advisory role, Curtis is also an independent insurance agent representing various insurance companies. WAPG primarily serves pension and profit-sharing plans, charitable organizations, corporations, and other pooled or institutional clients, while also providing financial planning and consulting services to individuals and families. The firm’s investment approach focuses on long-term, fundamentally driven analysis and diversified asset allocation, offering strategies for both capital appreciation and preservation tailored to client objectives.

James Mcknight is a CFA® charterholder with 16 years of experience in the financial advisory industry. He is the principal of Polaris Wealth Partners, an independent firm he joined in 2024 after 18 years at Rio Asset Management LLC. Polaris Wealth Partners is a fee-only investment adviser serving high-net-worth individuals, pension and profit-sharing plan sponsors, and charitable organizations. The firm focuses on asset-allocation-driven portfolios combining passive and active strategies, and provides retirement plan consulting alongside bespoke wealth management.

I transitioned into financial planning from the tech world, where I also held a mix of equity grants. Like many of my clients today, I was excited to own part of the companies I helped build. But that excitement quickly turned to confusion when it came time to actually develop a strategic plan. I understood that things like the Alternative Minimum Tax existed, but what I really needed was a holistic strategy — something that connected my equity decisions with my broader financial goals. My own experience is what inspired me to found Presidio Advisors. Today, I help Millennials and tech professionals gain clarity and confidence around their equity compensation and path toward financial independence. Building deep, long-term relationships with my clients is what is what gets me up in the morning. I’m based in Denver, CO and serve clients virtually across the U.S.